LWM
Long Walk Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Sell |
81,765
-56,085
| -41% | -$11M | 4.05% | 9 |
|
|
2025
Q1 | $15.5M | Sell |
137,850
-221,150
| -62% | -$24.9M | 5.03% | 9 |
|
|
2024
Q4 | $38.7M | Sell |
359,000
-13,250
| -4% | -$1.43M | 13.84% | 1 |
|
|
2024
Q3 | $30.1M | Sell |
372,250
-1,250
| -0.3% | -$101K | 12.46% | 3 |
|
|
2024
Q2 | $30.9M | Buy |
373,500
+168,500
| +82% | +$14M | 14.61% | 2 |
|
|
2024
Q1 | $19.9M | Buy |
205,000
+52,000
| +34% | +$5.04M | 9.9% | 6 |
|
|
2023
Q4 | $12.7M | Sell |
153,000
-103,500
| -40% | -$8.62M | 8.25% | 5 |
|
|
2023
Q3 | $16.2M | Sell |
256,500
-58,500
| -19% | -$3.69M | 11.95% | 4 |
|
|
2023
Q2 | $20.6M | Sell |
315,000
-184,000
| -37% | -$12M | 15.23% | 2 |
|
|
2023
Q1 | $30.8M | Sell |
499,000
-31,000
| -6% | -$1.91M | 27.46% | 1 |
|
|
2022
Q4 | $24M | Sell |
530,000
-144,000
| -21% | -$6.51M | 25.82% | 1 |
|
|
2022
Q3 | $37.3M | Buy |
674,000
+176,500
| +35% | +$9.76M | 35.85% | 1 |
|
|
2022
Q2 | $21.8M | Buy |
497,500
+207,500
| +72% | +$9.08M | 20.99% | 3 |
|
|
2022
Q1 | $34.7M | Buy |
290,000
+4,000
| +1% | +$479K | 27.24% | 2 |
|
|
2021
Q4 | $37.6M | Sell |
286,000
-180,797
| -39% | -$23.8M | 25.67% | 2 |
|
|
2021
Q3 | $52.6M | Sell |
466,797
-8,000
| -2% | -$901K | 39.76% | 1 |
|
|
2021
Q2 | $50.3M | Buy |
+474,797
| New | +$50.3M | 34.53% | 1 |
|